Mount Yale Investment Advisors, LLC Ishares Tr Transaction History

Mount Yale Investment Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$71.78 - $77.94 $209,238 - $227,195	2,915 New	2,915 $225,000
Q4 2022 Feb 13, 2023	BUY	$71.24 - $76.11 $840,062 - $897,489	11,792 New	11,792 $868,000
Q2 2022 Aug 02, 2022	BUY	$73.1 - $82.57 $198,831 - $224,590	2,720 New	2,720 $200,000
Q3 2021 Nov 02, 2021	SELL	$86.98 - $88.14 $275,030 - $278,698	-3,162 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$86.61 - $88.04 $47,635 - $48,422	-550 Reduced 14.82%	3,162 $278,000
Q1 2021 May 04, 2021	BUY	$85.73 - $87.78 $29,319 - $30,020	342 Added 10.15%	3,712 $324,000
Q4 2020 Feb 12, 2021	BUY	$83.46 - $87.3 $45,652 - $47,753	547 Added 19.38%	3,370 $294,000
Q3 2020 Nov 16, 2020	BUY	$81.53 - $85.39 $230,159 - $241,055	2,823 New	2,823 $237,000
Q4 2018 Feb 14, 2019	SELL	$79.63 - $86.3 $37,744 - $40,906	-474 Closed	0 $0
Q1 2018 Jun 25, 2018	BUY	$84.92 - $87.97 $40,252 - $41,697	474 New	474 $41,000

1,078

235M

97.2M

326M

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